We are committed to building an income-focused, investment-centric firm with a solid foundation in fundamental analysis. Our process is centered around performance, relationships, and investing excellence. Our ultimate goal is to provide clients a consistent, risk-adjusted return with a keen focus ...more

We are committed to building an income-focused, investment-centric firm with a solid foundation in fundamental analysis. Our process is centered around performance, relationships, and investing excellence. Our ultimate goal is to provide clients a consistent, risk-adjusted return with a keen focus on capital preservation. Our culture is central to our success, and people of high character are our primary differentiator. We are a private, independent, employee-owned firm, focused on building lasting partnerships. Our investing process has deep roots in fundamental research, underpinned by the use of technology and rigorous quantitative validation.less